CARLTON HOFFERKAMP & Brokers, Custodians, Auditors and Administrators

Type

Company

CARLTON HOFFERKAMP & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Initially we determine through consultation with our clients what mix of investments would work best for them. The type of securities that we most often own in our client’s accounts are
individual stocks, bonds, exchange traded funds, real estate investment trusts, master limited partnerships and mutual funds. Factors we consider in determining the appropriate mix for each client are their age, financial situation, goals for the future and feelings toward risk and volatility. Once we determine what types of investments will make up the account, we decide which
specific securities to own.

Our investment selection process is two-fold:

1) Fundamental analysis3 is conducted for each security. Using numerous research sources and information from the company itself, we establish a reason to own or not to own a particular stock.

CARLTON HOFFERKAMP & Contact Information

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